Nasdaq - Delayed Quote USD

UBS US Allocation A (PWTAX)

48.99 -0.15 (-0.31%)
As of 8:06:48 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 13.73%
5y Average Return 8.82%
Number of Years Up 23
Number of Years Down 7
Best 1Y Total Return (Dec 31, 2024) 30.64%
Worst 1Y Total Return (Dec 31, 2024) --
Best 3Y Total Return 30.64%
Worst 3Y Total Return 4.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PWTAX
Category
YTD
17.23%
9.69%
1-Month
4.64%
0.91%
3-Month
5.37%
5.21%
1-Year
22.97%
27.06%
3-Year
5.44%
11.00%
5-Year
9.92%
10.26%
10-Year
8.28%
8.34%
Last Bull Market
19.84%
15.58%
Last Bear Market
-13.28%
-12.16%

Annual Total Return (%) History

Year
PWTAX
Category
2024
--
--
2023
17.40%
--
2022
-17.19%
--
2021
16.07%
--
2020
18.91%
11.72%
2019
23.42%
19.23%
2018
-7.90%
-5.76%
2017
15.44%
13.21%

2016
6.23%
7.34%
2015
0.99%
-1.93%
2014
9.66%
6.21%
2013
21.70%
16.48%
2012
12.46%
11.72%
2011
0.34%
-0.11%
2010
13.39%
11.83%
2009
30.64%
24.13%
2008
-36.12%
-28.00%
2007
2.26%
5.99%
2006
11.21%
11.29%
2005
6.59%
5.13%
2004
11.81%
8.86%
2003
27.45%
20.35%
2002
-22.88%
-12.02%
2001
-12.54%
-5.05%
2000
-2.21%
1.82%
1999
18.50%
10.71%
1998
27.71%
13.52%
1997
32.00%
19.63%
1996
21.53%
13.70%
1995
34.69%
25.63%
1994
-0.41%
-2.52%
1993
--
11.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.14% 0.89% 5.74% --
2023 4.57% 5.42% -3.18% 9.98%
2022 -4.35% -13.28% -5.26% 5.38%
2021 3.53% 5.57% -0.47% 6.70%
2020 -14.53% 16.24% 6.82% 12.05%
2019 12.10% 3.43% 0.13% 6.31%
2018 -0.88% 1.92% 3.36% -11.79%
2017 5.43% 2.72% 2.96% 3.53%
2016 -0.59% 1.55% 4.60% 0.61%
2015 2.22% -0.41% -5.45% 4.92%

2014 2.16% 3.91% -0.53% 3.86%
2013 6.64% 1.44% 5.08% 7.07%
2012 11.16% -3.65% 4.92% 0.09%
2011 3.52% 1.37% -10.62% 6.98%
2010 4.66% -8.29% 9.59% 7.79%
2009 -8.12% 17.45% 14.96% 5.31%
2008 -7.75% -1.04% -8.46% -23.56%
2007 0.92% 4.44% -0.15% -2.83%
2006 2.63% -1.62% 4.76% 5.14%
2005 -1.26% 2.82% 2.24% 2.70%
2004 2.30% 0.66% 0.65% 7.88%
2003 -3.36% 15.14% 2.39% 11.87%
2002 0.04% -13.62% -17.51% 8.18%
2001 -11.97% 5.66% -14.85% 10.43%
2000 1.37% -0.92% 1.02% -3.62%
1999 4.71% 6.79% -6.42% 13.24%
1998 13.74% 3.26% -10.19% 21.08%
1997 2.31% 17.28% 7.23% 2.59%
1996 4.88% 4.21% 2.90% 8.06%
1995 8.46% 8.93% 7.81% 5.73%
1994 -4.10% 0.05% 4.52% -0.69%
1993 2.20% 2.13% -- --

Rank in Category (By Total Return)

YTD 21
1-Month 10
3-Month 11
1-Year 16
3-Year 36
5-Year 12

Load Adjusted Returns

1-Year 16.21%
3-Year 3.47%
5-Year 8.68%
10-Year 7.67%

Performance & Risk

YTD Return 13.73%
5y Average Return 8.82%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family UBS Asset Management
Net Assets 232.16M
YTD Return 17.23%
Yield 1.19%
Morningstar Rating
Inception Date May 10, 1993

Fund Summary

The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in U.S. fixed income and equity securities. The following are the ranges within which the advisor expects to allocate the fund's assets among the various asset classes: (1) U.S. equities-20-90%; (2) investment grade fixed income-0-70%; (3) high yield fixed income-0-15%; and (4) cash equivalents-0-50%. It may, but is not required to, use exchange-traded or over-the-counter derivative instruments for risk management purposes or as part of its investment strategies.

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